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| Provider | Service type | Compensation |
|---|---|---|
CIUNI & PANICHI, INC.2+ years Filed as: CIUNI & PANICHI Service code 10 · EIN 34-1322309 | Accounting | $18,347 |
TIFFANY SOGGS2+ years Service code 30 · EIN 34-0553590 | Employee (plan) | $17,398 |
Service code 29 · EIN 34-1718740 | Legal | $6,945 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,514 | $80,354-39.6% | $133,975-63.8% | $63,975-24.2% |
| Participation rate | 91.4% | 87.5%+3.9pp | 87.1%+4.3pp | 71.1%+20.3pp |
| Annual return | 4.65% | 13.11%-8.5pp | 29.29%-24.6pp | 48.65%-44.0pp |
| Employer contribution / active EE | $2,112 | $3,503-39.7% | $5,211-59.5% | $2,182-3.2% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $61 | $69-11.5% | $9,324-99.3% | $70-12.9% |